Andrew is the founder of Berry & Oak, along with his wife Sarah. He’s one of a very small number of Independent Financial Advisers who is both a Chartered Financial Planner and holds the Certified Financial PlannerTM professional licence, as well as receiving ISO22222 accreditation.

Andrew is considered to be a leading industry expert. He writes each week for the Yorkshire Evening Post (he started this over 8 years ago) and frequently features in the Mail on Sunday as an ‘ask the expert’. He’s also appeared on Radio One Newsbeat. Andrew has very definite ideas on financial planning and what he can offer clients. He places great store on the trust he has gained from his clients over many years and is passionate about customer service, truth and loyalty.

Andrew is committed to the Financial Planning Process and delivers this in a way that is easy for his clients to understand. Andrew’s goal is to help his clients create their financial plan so that they can live the life they want to lead – and then make sure they stay on track and live it!  Andrew also loves to help people save money on their tax bill!

Andrew’s hobbies include mountain climbing, biking and he is a Scout Leader at the Tadcaster Scout Group. Andrew is also a keen follower of the Leeds Rhinos.

In September 2009, Andrew and his father climbed Mount Kilimanjaro, raising money for the Martin House Hospice in Boston Spa. In July 2011, Andrew and his wife Sarah completed a cycle ride from London to Paris, this time raising money for Help 4 Heroes.

What do you like about working at Berry & Oak?
By working as a dedicated team, focused on helping our clients, we’re able to have a huge positive impact on our clients’ lives.

What does the day in the life of a Financial Planner and Company Director look like?
Unsurprisingly, every day is different. Whilst to an outsider it might look like our clients all need the same thing, there are subtle differences to what they need and where they are on that journey. Most of my time is spent in face-to-face meetings with my clients, then discussing the best way to achieve our client’s goals with the team, so they can be put into action.

What are your top three life highlights so far?
1. Getting married to Sarah at the Ice Hotel in Sweden
2. Our family trip around China in 2015
3. Our family holiday to Sri Lanka in 2013

What is an ability you wish you had?
For me to think and the words appear on the document on my computer, so I don’t have to type them up!!

What’s currently top of your bucket list?
To climb Aconcagua in South America.

Which song gets you on the dancefloor?
Don’t tell anyone, but if I’m in the right mood – anything!! Otherwise Mr Brightside by The Killers breaks the ice.

What’s the one talent you have, that people would be surprised to know about you?
I am the family Monopoly Champion. A crown I’m not giving away easily.

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If you’ve been wondering what you need to do next with your financial planning, or want to know more about getting the most out of your finances for retirement planning, investing or estate planning, please talk to us.

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